Partnership Proposal

Digital Launch & CRM Roadmap Atlantic Bridge Capital

A custom structure to design and deploy a boutique digital advisory presence and integrated newsletter acquisition funnel.

Prepared For: Antonio Clemares (Atlantic Bridge Capital)
Prepared By: Neslihan Ozdemir (My Lovely Startup)
Date: July 1, 2026
Overview

Executive Summary

Atlantic Bridge Capital is the digital home of your independent advisory presence. To establish credibility and build immediate trust with Hispanic business owners in Mexico and Spain, we have prepared a comprehensive launch roadmap structured in two strategic phases.

Our core mission is to create a digital asset that looks like a discreet family office or boutique advisory firm - elegant, understated, and built on serious judgment. We will avoid the typical hype-based layouts of generic finance portals and focus heavily on establishing your advisory presence and routing leads straight to your email address.

Visual Concept
Website concept video walk-through showcasing the boutique brand direction, serif typography, Spanish production copy, and professional likeness.
Deliverables

Phase 1: Smart Website Launch (1-Page Design)

  • Boutique Design & Color Palette: Deep navy, mid blue, and gold accents conveying premium trust.
  • Single-Page Home Layout (Spanish Live): Responsive setup with Hero, Who-I-Am, What-I-Do, and Newsletter Capture.
  • Cloudflare Secure Hosting: Hosted on Cloudflare infrastructure for high speed, reliability, and security.

Phase 2: Full Site Expansion

  • Our Story ('Mi Historia'): Antonio's story structured in three acts (The mistake, The learning, The solution) to establish personal authority.
  • How I Work ('Como Trabajo'): Service paths described as a process, without financial product push or pricing listings.
  • Insights Archive ('Criterio'): SEO-ready listing for quarterly letters and market updates, fully editable via CMS.
  • Contact Page ('Contacto'): Simplified contact form focused on qualified situation briefings.

CRM Platform & Direct Lead Routing

  • 1 Year of CRM Usage Included: Full access to the lead management platform with zero subscription fees for the first 12 months.
  • Unified CRM & Mobile App: Manage all contacts, follow-up states, and email correspondence on the go.
  • Automated Lead Routing: Consultation requests and newsletter signups trigger instant notifications and deliver straight to your inbox.
  • Pipeline & Opportunity Tracking: Visually map investor prospects from initial contact to closed advisory partnerships.
  • Intake & Digital Forms: Clean, custom intake sheets and consultation questionnaires completed securely online.
  • Stripe Payment Integration: Invoicing setups, deposit captures, and secure payment processing.
  • Unlimited Contacts & Users: Scale your advisory firm with unlimited data, contact records, and staff seats.
  • Privacy Compliance: Discreet default-decline cookie consent banners and secure lead database architecture.
WHY CLIENTS PARTNER WITH US

Built Like a Partner, Not a Vendor

Our clients choose us because we do not simply deliver a website and disappear. We help design the digital foundation behind the business - from brand presence and lead capture to CRM workflows, reporting, automation, and long-term growth.

We Think Beyond the Website

Every page, form, calendar, message, and automation is connected to the bigger business goal: more bookings, cleaner operations, better follow-up, and stronger visibility.

We Build the System Ourselves

In-house execution with direct accountability. No outsourcing maze. No disconnected freelancers. Our team handles the strategy, design, development, CRM setup, automation, tracking, and campaign execution in-house.

We Stay After Launch

Launch is not the finish line. We continue improving the system, reviewing performance, adjusting workflows, and supporting the business as new needs, campaigns, and locations appear.

We Understand Real Operations

We build for the actual day-to-day: missed calls, appointment changes, room capacity, staff scheduling, payment collection, review requests, client communication, and reporting.

Our Partnership Promise

We keep our clients happy by making the business easier to run, easier to understand, and easier to grow. Our goal is not to add more tools to your plate - it is to connect the right tools into one clear system that your team can actually use.

  • Clear communication from strategy to launch
  • Hands-on support instead of generic ticket-based service
  • Systems built around your real workflow, not templates
  • Marketing, CRM, automation, and reporting under one roof
  • Long-term partnership as your brand expands

Project Investment

Waived processing fees on direct banking transfers.

Total Setup Investment

$5,500 $1,250

Zelle Bank Transfer (Recommended)

$1,250.00

Pay the setup investment directly with zero fees. Includes Phase 1 & 2 builds, Cloudflare hosting setup, and 1 full year of CRM usage.

Stripe Credit Card

$1,287.50

Includes the 3% card processing fee ($37.50). Authorizes instantly for the full website build and CRM setup.

Future CRM Renewal (Starting July 2027)

$97/mo + usage fees Waived for the first year ($197/mo value). Usage fees only apply if sending mass campaigns.

Usage Cost Sheet

Communication usage is billed directly to your CRM wallet. High-volume operations consume funds at the rates below. Note: These fees are only incurred if you actively make calls, send SMS, or run mass outbound email campaigns. If you do not use these features, there are zero usage charges.

Communication Type Rate What You Get for $10
Making Phone Calls $0.0168 / minute ~595 minutes
Receiving Calls $0.0102 / minute ~980 minutes
Text Messaging (SMS) $0.01 / 160 characters ~1000 messages
Email $0.0009 / email ~11,110 emails
AI Conversation $0.024 / message ~415 messages
AI Voice $0.156 / minute ~65 minutes

Terms & Conditions

1. Launch Timeline

Phase 1 Homepage build starts immediately upon payment verification and assets alignment, aimed at going live within 7-10 business days. Phase 2 expansion starts whenever you are ready.

2. Investment Terms

One-time setup fees are billed upon signing to initiate development. Monthly CRM renewal subscription starts July 2027 at $97/mo. Communication usage fees are only incurred if you actively make calls, send SMS, or run mass email campaigns.

3. Support & Hosting

Website is hosted securely on Cloudflare. 1 year of CRM usage is included in the setup. Platform maintenance includes security updates and hosting backups to ensure uninterrupted service.

4. Data Ownership

Atlantic Bridge Capital retains full ownership of all contact database records, investor correspondence, and communication logs collected within the CRM platform.

Select Payment & Accept Proposal

Select your preferred method to complete payment and authorize this digital launch roadmap. We look forward to working towards your success!

Pay via Credit Card ($1,287.50)